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Lumature Wealth Partners’s Cardinal Health CAH Stock Holding History

Lumature Wealth Partners’s Portfolio CAH Stock Details CAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$379K Sell
4,009
-104
-3% -$8.79K 0.23% 83
2023
Q1 		$311K Sell
4,113
-113
-3% -$8.53K 0.17% 98
2022
Q4 		$325K Sell
4,226
-235
-5% -$17.9K 0.18% 96
2022
Q3 		$297K Buy
4,461
+156
+4% +$9.89K 0.16% 102
2022
Q2 		$225K Sell
4,305
-232
-5% -$13.2K 0.1% 150
2022
Q1 		$257K Buy
+4,537
New +$243K 0.1% 139

Other funds holding CAH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lumature Wealth Partners's CAH Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Cardinal Health (CAH) stake by 2.5% in Q2 2023, selling an estimated $8.79K and leaving 4,009 shares worth $379K. The position accounts for 0.23% of the portfolio, ranked #83.

Lumature Wealth Partners first reported a position in CAH in Q1 2022 and has held it in 6 quarters since. 949 funds tracked by Wall St. Rank hold CAH as of Q2 2023.

  • Lumature Wealth Partners held 4,009 shares of Cardinal Health worth $379K as of Q2 2023.
  • Lumature Wealth Partners sold 104 Cardinal Health shares in Q2 2023, an estimated $8.79K.
  • Cardinal Health made up 0.23% of Lumature Wealth Partners's portfolio in Q2 2023, its #83 holding.
  • Lumature Wealth Partners first reported a position in Cardinal Health in Q1 2022 and has held it in 6 quarters since.
  • 949 funds tracked by Wall St. Rank held Cardinal Health as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.